| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Royce & Associates, LP | 1.25M (10.45%) | 119.69K Increased by +9.59% | Dec 31, 24 |
| 2 | DDD Partners, LLC | 1.16M (9.73%) | -11.79K Decreased by -1.01% | Dec 31, 24 |
| 3 | BlackRock Inc | 920.83K (7.71%) | 30.17K Increased by +3.28% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 910.09K (7.62%) | -9.77K Decreased by -1.07% | Dec 31, 24 |
| 5 | Vanguard Group Inc | 686.20K (5.75%) | 71.46K Increased by +10.41% | Dec 31, 24 |
| 6 | First Wilshire Securities Mgmt Inc (CA) | 521.47K (4.37%) | 140.65K Increased by +26.97% | Dec 31, 24 |
| 7 | Portolan Capital Management, LLC | 464.46K (3.89%) | 256.24K Increased by +55.17% | Dec 31, 23 |
| 8 | Azarias Capital Management, L.P. | 446.50K (3.74%) | 16.84K Increased by +3.77% | Dec 31, 24 |
| 9 | Renaissance Technologies Corp | 384.48K (3.22%) | -14.50K Decreased by -3.77% | Dec 31, 24 |
| 10 | Penn Mutual Asset Management LLC | 293.92K (2.46%) | 19.79K Increased by +6.73% | Dec 31, 23 |
| 11 | Geode Capital Management, LLC | 293.45K (2.46%) | 2.84K Increased by +0.97% | Dec 31, 24 |
| 12 | State Street Corp | 230.66K (1.93%) | 5.10K Increased by +2.21% | Dec 31, 24 |
| 13 | State Street Corporation | 209.85K (1.76%) | 11.66K Increased by +5.55% | Mar 31, 24 |
| 14 | Ballast Asset Management, LP | 155.62K (1.30%) | 71.88K Increased by +46.19% | Dec 31, 23 |
| 15 | Boston Partners Global Investors, Inc | 154.75K (1.30%) | -14.58K Decreased by -9.42% | Sep 30, 23 |
| 16 | Aldebaran Capital LLC | 147.06K (1.23%) | -5.65K Decreased by -3.84% | Dec 31, 24 |
| 17 | JPMorgan Chase & Co | 138.83K (1.16%) | -165.34K Decreased by -119.10% | Dec 31, 24 |
| 18 | Parthenon Capital Management LLC | 134.32K (1.12%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Wellington Management Company LLP | 108.60K (0.91%) | -45.70K Decreased by -42.08% | Dec 31, 23 |
| 20 | TCW Group Inc | 106.36K (0.89%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Royce Micro Cap Trust | 667.69K (5.59%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Royce Small-Cap Trust | 433.41K (3.63%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Royce Value Trust | 433.41K (3.63%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | First Wilshire US SCV Equities SMA | 401.65K (3.36%) | 140.65K Increased by +35.02% | Dec 31, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 365.09K (3.06%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | iShares Russell 2000 ETF | 315.64K (2.64%) | -3.72K Decreased by -1.18% | Feb 28, 25 |
| 7 | DFA US Small Cap Value I | 249.99K (2.09%) | -6.02K Decreased by -2.41% | Jan 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 231.43K (1.94%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | Strategic Advisers Small-Mid Cap | 168.13K (1.41%) | -103.53K Decreased by -61.57% | Jan 31, 24 |
| 10 | Strategic Advisers® Small-Mid Cap | 164.09K (1.37%) | 22.58K Increased by +13.76% | Oct 31, 23 |
| 11 | Fidelity Small Cap Index | 124.94K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Fidelity® Small Cap Index | 118.81K (0.99%) | 2.39K Increased by +2.01% | Oct 31, 23 |
| 13 | DFA US Targeted Value I | 110.23K (0.92%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 14 | iShares Russell 2000 Value ETF | 109.62K (0.92%) | -836.00 Decreased by -0.76% | Feb 28, 25 |
| 15 | DFA US Micro Cap I | 101.12K (0.85%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 16 | Royce Micro-Cap Invmt | 93.88K (0.79%) | 82.68K Increased by +88.07% | Dec 31, 24 |
| 17 | Dimensional US Targeted Value ETF | 91.03K (0.76%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Ballast Small/Mid Cap ETF | 89.59K (0.75%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Ballast SMidCap | 83.74K (0.70%) | 83.00K Increased by +99.12% | Sep 30, 23 |
| 20 | DFA US Small Cap I | 78.89K (0.66%) | 0.00 Increased by 0.00% | Jan 31, 25 |